Integrator bulls vs bears – Mærsk has adepts in Hong Kong & Dubai
Let’s play devil’s advocate
We’ll have plenty of time to reference again in the near future the stunning, record numbers released yesterday by AP Møller-Mærsk (APMM). But let’s rewind now to 11 February 2022* and then look forward to what capital allocation means in the APMM value chase. Or, rather, in the chase to a new bottom (next likely episode soon on this screen).
(*When Premium published: “Mærsk’s 10.7% WOW factor hits the history books (until next year)“.)
Management said in the call with analysts that ...
WestJet will 'disrupt' Canada with three 737Fs, but rivals aren't scared
West coast ports suffering as US container imports plunge by 37%
Cost-cutting FedEx Express to retire MD-11s for B767s and 777s
The 'mother of all BAFs' looms for shippers as green targets advance
First shipper uses new land-air corridor ex-India for Bangladesh exports
Carriers turn their gaze back to scrubbers as voyage results tumble
Maersk idles more ships while NOOs see a rebound in demand
Billund sees launch of Maersk Air China link – 'a start-up on steroids'
Comment on this article